Under the supervision of the Operations Supervisor, The Quality Assurance Auditor is responsible for ensuring the accuracy and integrity of client-facing documents by thoroughly reviewing Excel-based proposals and their source materials for errors or discrepancies that could lead to financial exposure. This role requires a strong understanding of employee benefits across medical and ancillary lines, as well as the ability to interpret Carrier Renewals, Quotes, Summary of Benefits and Coverage (SBCs), and benefit summaries. The ideal candidate is detail-oriented, proficient in Excel, including formulas and formatting—and possesses a solid grasp of how carrier rates and premiums are structured to ensure precise and reliable documentation.

Job Responsibilities

• Review client-facing and internal documents (carrier renewals, quotes, presentations) for accuracy and consistency.
• Identify and correct errors in benefits, census data, and rates to avoid financial or reputational risks.
• Ensure all documents align with carrier information and company standards.
• Interpret and verify benefit summaries across medical, dental, vision, life, disability, and ancillary products.
• Collaborate with internal teams to resolve any benefit inconsistencies.
• Prepare and manage broker compensation disclosure forms using the D365 system, ensuring compliance with regulations.
• Convert Excel proposals to PDF and deliver finalized documents to clients via email and upload them to the Simple Booklet system.
• Follow company policies related to quality, security, safety, environment, and data privacy.
• Address audit findings and corrective actions promptly.
• Report any security incidents or vulnerabilities.
• Perform other duties as assigned.

Job Qualifications:

• Bachelor’s degree 4-year college
• Proven experience in Quality Assurance, preferably within the US Insurance or Health Care industry
• 2 to 3 years of hands-on QA experience is preferred
• Advanced proficiency in Microsoft Excel, including reporting, dashboard creation, and data management
• Strong verbal and written communication skills

What we Offer:

• Competitive salary package
• Life Insurance on Day 1
• HMO with free dependent
• Paid leave credits
• 13th Month pay

Other Details:

• Work Setup: 100% Onsite
• Work Schedule: Candidates must be willing to work on shifting schedules, including holidays and weekends, as needed.